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《大行報告》麥格理升比亞迪電子(00285.HK)目標價20%至24.2元 評級「跑贏大市」
麥格理發表評級報告表示,比亞迪電子(00285.HK)上半年營業利潤低於該行預期,主要是Android智能手機組件毛利率較低、以及生產線的利用率不足;惟由於比亞迪(01211.HK)及全球客戶對通信模塊需求表現強勁,令汽車智能產品收入按年增151%,較該行預測高出25%。 該行將公司今年、明年及2024年純利預測下調29%、15%及3%,以反映Android智能手機組件及電子製造業服務(EMS)的毛利率,並將其目標價由20.1元上調至24.2元,維持其評級為「跑贏大市」。(ca/u) ~
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